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Making a Gift Online is Easy!

Just click the "Give To USA" button above.

 

NEED HELP?

Remember USA's Development Officers are ready and willing to help!

 

If you have a question or need further assistance,

contact the USA Development Office Today!

USA Office of Development

Phone: (251) 460-7032

Office Hours: Monday-Friday 8:00am-5:00pm

 

~WAYS TO GIVE TO USA~

 

Outright Gifts

  • Cash Gifts
  • Pledges - Pledges enable a donor to plan a personal giving program that is both convenient and tax-wise. A pledge may enable a donor to consider a more significant gift than would have been otherwise possible. Terms for payment on pledges are flexible and at the option of the donor.
  • Corporate Matching Gifts
  • Appreciated Assets
  • Stocks/Bonds
  • Personal Property
  • Gifts of Property/Real Estate

Deferred or Planned Gifts

  • Pooled Income Fund
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Bequest
  • Life Insurance
  • Retirement Plan Assets

Planned Giving:

There are various "planned giving" methods to support the University of South Alabama. Each offers opportunities for commitments that will have a major impact upon South Alabama and the students we serve. Planned gifts also offer various benefits to donors. We would appreciate the opportunity to discuss any of the ideas presented below to you.

Charitable Gift Annuity

 

The charitable gift annuity is a wonderful way to ensure a lifetime income for you or someone you love while supporting the important work of the University of South Alabama. In return for your irrevocable gift of cash or securities, USA pays you a steady income, or annuity. Annuity rates for donors age 60 and over range from 5.5-11% and your annuity rate is based, in part, on your age. Benefits to you of a charitable gift annuity include:

 

  • Annuity payments that are partially tax free
  • A charitable tax deduction in the year you make the gift
  • Potential capital gain and estate tax benefits

Many friends find that a gift annuity allows them a wonderful opportunity to increase current income-often at a higher rate than they currently receive. Annuity payments are NOT affected by fluctuations in the stock market. You may wish to donate long-term appreciated securities, securities held for longer than one year, to establish your gift annuity without incurring an immediate capital gains tax. The gain is smaller than it would be on a sale, and is spread over your life expectancy.

If you would like to learn more, allow us to prepare you a no-obligation gift annuity calculation.

 

Charitable Remainder Unitrust

 

A charitable remainder unitrust provides an annual  payment based on a fixed percentage of a yearly  determination of the value of the trust assets.  

(Example, gift an appreciated asset to the University of  South Alabama and receive income for life or term of years,it can also be set up to benefit other family members).                      

The unitrust can be for the life of one or more individuals or for a specified term up to 20 years. Upon termination    of the annual payments to the beneficiaries, the remainder of the trust passes to the University of South Alabama to be used as directed by the donor. You will be eligible for an income tax deduction the year the gift is made.

A unitrust can sell capital gain property contributed to the unitrust without either the donor or the unitrust recognizing capital gain, often called a flip-CRUT.This is a great way to take a highly appreciated piece of property and support family and the University of South Alabama.

 

Leave USA In your will

 

A charitable bequest enables you to keep control of your assets during your lifetime and make a gift to the university at your death. You will be entitled to an estate tax deduction for the fair market value of the assets bequeathed to USA. To ensure compliance with your wishes, it is important to document your estate commitment with the Development staff at the University of South Alabama. We will set up a gift agreement which will spell out how we are to utilize your gift.

 

The gift of your home, but live there for life

 

A retained life estate may be a great gift idea for those who do not have someone to transfer their home to or it may be a way to get a large asset out of your estate. A retained life estate arrangement is the transfer of a home or farm to the University of South Alabama while you retain the rights to use it for your lifetime. Upon death, the asset passes to the University. You will be treated as having made a charitable contribution to the extent of the value of the remainder interest.

 

Charitable Lead Trust-Give

 

Upon placement of assets into a charitable lead trust,      the trust will pay income for one's lifetime or a term of years to the University of South Alabama.            

After expiration of the trust's term, the trust principal is either returned to you or distributed to designated            beneficiaries. This arrangement is an excellent method to transfer assets to your grandkids while minimizing gift or estate taxes.

NEED HELP?

Remember USA's Development Officers are ready and willing to help!

If you have any questions or need further assistance,

contact the USA Development Office Today!

USA Office of Development

Phone: (251) 460-7032

Office Hours: Monday-Friday 8:00am-5:00pm

 

 


University of South Alabama - Mobile Alabama 36688-0002 / 1 (251) 460-7032
For questions or comments Contact Us
Date last changed: March 9, 2011 12:38 PM
http://www.southalabama.edu/development/waystogive.html

University of South Alabama